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Disclosery

Axos Invest Inc.: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Axos Invest Inc. on SCHF, newest first. How the timeline and the estimate are built.

Axos Invest Inc. held 69,052 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,052 shares
    Change vs previous 13F -10,458 shares

    1.4% of the 13F portfolio, value $1,912,740.

    13F-HR 0002042928-26-000003 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 79,510 shares
    Change vs previous 13F -26,496 shares

    1.49% of the 13F portfolio, value $1,967,848.

    13F-HR 0002042928-26-000002 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 106,006 shares
    Change vs previous 13F -36,541 shares

    1.87% of the 13F portfolio, value $2,548,391.

    13F-HR 0002042928-26-000001 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 142,547 shares
    Change vs previous 13F -38,986 shares

    2.49% of the 13F portfolio, value $3,318,510.

    13F-HR 0002042928-25-000008 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 181,533 shares
    Change vs previous 13F -2,264 shares

    3.03% of the 13F portfolio, value $4,011,875.

    13F-HR 0002042928-25-000004 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 183,797 shares
    Change vs previous 13F -30,806 shares

    2.82% of the 13F portfolio, value $3,635,497.

    13F-HR 0002042928-25-000003 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 214,603 shares
    Change vs previous 13F +62,442 shares

    2.89% of the 13F portfolio, value $3,970,156.

    13F-HR 0002042928-25-000001 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 152,161 shares
    Change vs previous 13F not available

    4.28% of the 13F portfolio, value $6,256,868.

    13F-HR 0002042928-24-000001 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).